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Crux Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Crux Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.35M Sell
49,501
-642
-1% -$58.4K 1.67% 13
2025
Q4 		$4.48M Sell
50,143
-4,953
-9% -$442K 1.67% 12
2025
Q3 		$4.9M Sell
55,096
-1,402
-2% -$122K 1.94% 10
2025
Q2 		$4.73M Sell
56,498
-22,901
-29% -$1.82M 2.01% 10
2025
Q1 		$6.34M Sell
79,399
-8
-0% -$655 3.3% 1
2024
Q4 		$6.43M Buy
+79,407
New +$6.64M 3.58% 2

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Crux Wealth Advisors's DGRW Position: Q1 2026 in Review

Crux Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.3% in Q1 2026, selling an estimated $58.4K and leaving 49,501 shares worth $4.35M. The position accounts for 1.67% of the portfolio, ranked #13.

Crux Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.43M in Q4 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Crux Wealth Advisors held 49,501 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.35M as of Q1 2026.
  • Crux Wealth Advisors sold 642 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $58.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.67% of Crux Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Crux Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.43M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.